橡崖資本

布萊恩·勞倫斯

���告期

Q4 2025

組合日期

31 Dec 2025

持股數

8

市值

$233.2M

前五大持倉

1
IBKR

$IBKR

Interactive Brokers Group, Inc.

28.42%

佔比

2
GIL

$GIL

Gildan Activewear Inc.

18.25%

佔比

3
GOOG

$GOOG

Alphabet Inc.

15.9%

佔比

4
TDG

$TDG

TransDigm Group Incorporated

13.78%

佔比

5
GWRE

$GWRE

Guidewire Software, Inc.

7.17%

佔比

全部持倉

1
IBKR

$IBKR

28.42%

2
GIL

$GIL

18.25%

3
GOOG

$GOOG

15.9%

4
TDG

$TDG

13.78%

5
GWRE

$GWRE

7.17%

6
NRP

$NRP

5.7%

7
SGU

$SGU

5.58%

8
LEN

$LEN

5.2%